How to view and also add users to existing designations?
View designations
- In the Admin Panel, under Users & Profiles menu, click and open Designation.
- This will list all the available designations in your organization.
Add users to designations
There are 2 ways to add users under a designation— from the Designation and Users Menu.
Designations menu
- Under the Designation menu, hover over the designation you want to add users to, and click on the Users button. This will list all users under the designation.
- Click on Add new from the top right corner.
- Select the users you want to add and hit the Add button.
Users menu
- Under the Users menu, click on a user to view their profile.
- Click the Edit icon.
- In the Designation field, assign the designation for the user and click Save.
- The changes will be reflected in Cliq.